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M&T Bank
MTB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
826
Measured Wealth Private Client Group
New Hampshire
$191K +$190K +968 New
HIMS
827
Hager Investment Management Services
New Hampshire
$182K – – –
PP
828
PDS Planning
Ohio
$179K – – –
CPBTD
829
Central Pacific Bank - Trust Division
Hawaii
$178K – – –
PCM
830
Penserra Capital Management
California
$177K +$1.96K +10 +1%
FC
831
Financial Consulate
Maryland
$175K +$174K +886 New
GWM
832
Geneos Wealth Management
Colorado
$145K -$195K -995 -58%
VCM
833
Versant Capital Management
Arizona
$138K +$8.24K +42 +6%
SS
834
SBI Securities
Japan
$134K -$8.04K -41 -6%
NB
835
NBT Bank
New York
$132K +$6.08K +31 +5%
PFBT
836
Parkside Financial Bank & Trust
Missouri
$130K +$1.57K +8 +1%
PTC
837
Private Trust Company
Ohio
$121K -$2.75K -14 -2%
PS
838
Principal Securities
Iowa
$117K +$5.69K +29 +5%
OAJ
839
Ogorek Anthony Joseph
New York
$115K +$44.1K +225 +63%
MSWA
840
Marshall & Sterling Wealth Advisors
New York
$113K -$12.4K -63 -10%
CSP
841
Cary Street Partners
Virginia
$113K +$6.08K +31 +6%
RF
842
Roxbury Financial
New Jersey
$111K +$392 +2 +0.4%
UB
843
UMB Bank
Missouri
$110K -$3.73K -19 -3%
HWM
844
Hemington Wealth Management
Virginia
$102K +$3.34K +17 +3%
O
845
Ossiam
France
$99.2K -$52.4K -267 -35%
CA
846
CoreCap Advisors
Michigan
$99K +$19.8K +101 +25%
CPG
847
Cornerstone Planning Group
New Jersey
$98.9K +$196 +1 +0.2%
MFC
848
Mechanics Financial Corp
Ohio
$98.8K – – –
MMG
849
Monetary Management Group
Missouri
$98.8K – – –
KTC
850
Kentucky Trust Company
Kentucky
$96.8K – – –
32 33
34
35 36